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This dashboard uses a graphical format to show the total monetary amount of outstanding invoices for recipients, clients or vendors. An alternate dashboard view shows the number of outstanding invoices for recipients, clients or vendors.
Use the Collection Status dashboard to determine:
· Which recipients, clients and vendors have outstanding invoices and how many they have
· Which recipients, clients and vendors owe payments to your firm and how much they owe
To generate the dashboard, follow these steps:
1. Select Reports/Dashboards from the Reports menu.
2. Select Collection Status from the Collections tab.
3. Select how to aggregate the data:
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Recipient:
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By eBillingHub supported recipients, each of which may map to multiple clients with outstanding invoices
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Client #:
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By clients whose outstanding invoice data you want to view
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Vendor:
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By eBilling vendors who processed the outstanding invoices
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4. Select a data display option:
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Money:
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Displays the total dollar amount of all outstanding invoices, rounded to the nearest thousand (K) for the recipients, clients or vendors
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# of Invoices:
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Displays the total number of outstanding invoices for the recipients, clients or vendors
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5. Click Refresh to display a graph based on your selections, similar to this example:
Click a red bar to display payment status or invoice details for the associated recipient, client or vendor.
You can export the dashboard data to several formats. Click here for more information.
Related Topics
.png) Invoice Statuses
Additional Collections Reports
Report Tools and Tips
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